BWM
BT Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $779K | Buy |
9,288
+7
| +0.1% | +$587 | 0.22% | 28 |
|
|
2022
Q1 | $926K | Hold |
9,281
| – | – | 0.24% | 27 |
|
|
2021
Q4 | $982K | Buy |
9,281
+7
| +0.1% | +$741 | 0.27% | 24 |
|
|
2021
Q3 | $927K | Sell |
9,274
-591
| -6% | -$59.1K | 0.29% | 21 |
|
|
2021
Q2 | $998K | Sell |
9,865
-220
| -2% | -$22.3K | 0.3% | 24 |
|
|
2021
Q1 | $960K | Sell |
10,085
-54
| -0.5% | -$5.14K | 0.32% | 25 |
|
|
2020
Q4 | $920K | Sell |
10,139
-247
| -2% | -$22.4K | 0.34% | 26 |
|
|
2020
Q3 | $830K | Sell |
10,386
-7,281
| -41% | -$582K | 0.36% | 26 |
|
|
2020
Q2 | $1.3M | Sell |
17,667
-1,066
| -6% | -$78.6K | 0.66% | 18 |
|
|
2020
Q1 | $1.17M | Sell |
18,733
-84
| -0.4% | -$5.26K | 0.67% | 17 |
|
|
2019
Q4 | $1.49M | Buy |
18,817
+97
| +0.5% | +$7.69K | 0.76% | 21 |
|
|
2019
Q3 | $1.38M | Hold |
18,720
| – | – | 0.77% | 19 |
|
|
2019
Q2 | $1.34M | Sell |
18,720
-391
| -2% | -$27.9K | 0.77% | 21 |
|
|
2019
Q1 | $1.38M | Sell |
19,111
-1,895
| -9% | -$137K | 0.81% | 20 |
|
|
2018
Q4 | $1.47M | Buy |
+21,006
| New | +$1.47M | 0.63% | 26 |
|